Event Calendar

May 21 Tue
Financial Reality Fair @ Connecticut College
May 21 all-day
Financial Reality Fair @ Connecticut College | New London | Connecticut | United States

WHERE: Connecticut College, New London, CT
WHEN: MAY 21, 2013, 7:45 a.m.-1:00 p.m.

We are finishing up our 2012-2013 school year and looking for volunteers to make this last Fair of the year a success.

There are over 300 students from 7 high schools in eastern Connecticut registered for this unique experience and we are looking for volunteer support to bring the Fair to them.

Sign up, put on that lime green T-shirt and let’s give back to the students at the May 21st Financial Reality Fair!

To volunteer, please contact Barb Bass at bbass@culct.coop.

 

Hartford Chapter Meeting @ Manchester Country Club
1:45 pm – 9:00 pm

Golf_shot illustrationStart the afternoon with 9 holes of golf at a terrific course for just $100 per foursome, ($35 individually), in addition to your dinner choice. Prizes for the top three lowest scores to be awarded that night.

Tee times starting at 1:45 p.m. Non-Golfers Welcome!
Contact Fred Brown to set tee time: 860-646-8870, ext. 121 or fred@nefamily.coop

Checks need to be received no later than May 9, 2013. Please include your foursome, phone number and desired tee time. Tee times will be confirmed.

  • Social Hour – 5:30 p.m. – Cash Bar
  • Dinner – 6:30 p.m.
  • Program – 7:30 p.m.

Program:
Nick Moalli, VP Credit Union Services, CU League of Connecticut, will speak on the Bank Secrecy Act. Encourage your employees to attend.

Dinner Choices:

  1. Prime Rib au jus – $36.00
  2. Breast of Chicken, Apple Stuffing – $29.00
  3. Baked Stuffed Shrimp – $35.00

Soda/Iced tea included.

***Please Bring a Raffle Prize***

*Checks should be received no later than May 9th.

Mail to:
Andres llanos
Nutmeg State FCU
521 Cromwell Ave.
PO Box 66
Rocky Hill, CT 06067.
Please reference “BSA”

More information to come….

Moran/Nixon Chapter Meeting @ J. Timothy's Taverne
5:30 pm – 9:00 pm

Agenda

  • 5:30   Cash Bar
  • 6:30   Dinner
  • 7:45   Meeting
  • 8:00  Speaker

Program
BSA Training

Speaker
Judy Britt, Training & Compliance Coordinator, CU League of CT

Buffet Dinner – $36.00 per person
Includes Baked Scrod, Tenderloin Beef Tips, and Vegetarian Lasagna.

Click for the meeting Registration Flyer. [to come]

Registration Deadline: Friday, May 17, 2013

______________________________________________________________

Young Professionals are always welcome to attend!

Seasons FCU is sponsoring the attendance of up to 5 Young Credit Union Professionals at Chapter meetings throughout 2013.

Please extend the invitation to any young professional at your credit union!
________________________________________________

Make checks payable to Moran/Nixon Chapter of CULCT.

Send to:
Barbara Thorpe
MiddConn Federal Credit Union
213 Court Street, Suite 101
Middletown, CT 06457

 

May 22 Wed
Eastern Chapter Meeting @ Holiday Inn, Norwich, CT
5:30 pm – 7:30 pm

Speaker:  Bob DeLisa, President, Cooperative Systems

Program:  Cyber Fraud

Agenda:   5:30 p.m.            Social Hour (cash bar)

6:00 p.m.            Buffet Dinner

6:30 p.m.            Chapter Meeting and Speaker

Dinner:    Buffet Dinner ($30.00 per person)

Deadline to Register:   Friday, May 17, 2013

 

Click Here for registration information.

May 23 Thu
Trust Account Basics @ League Education Center, Meriden
9:30 am – 11:30 am

FACILITATOR
Barb Bass, Vice President of Education/HRD

PROGRAM 
Revocable trust, living trust, custodial trust…oh my! This program will step back and look at trusts, answering who, what, why, and how.

We will review:
• What is a trust account?
• Most common types of trust accounts including informal, revocable, irrevocable, custodial, living, guardianships and UTTMAs
• What to look for when establishing a living trust account
• Compliance issues related to trusts
• NCUA coverage

WHO SHOULD ATTEND
MSR management, MSRs, Tellers, and anyone dealing with trust accounts

 

New Volunteer Orientation @ League Education Center
5:00 pm – 7:00 pm

From: 5/23/2013 5:00 PM
To: 5/23/2013 7:00 PM
New Volunteer Orientation
League Education Center, Meriden

Watch this space for more information!

May 30 Thu
2013 CT Governmental Affairs Conference
8:30 am – 1:00 pm

Dannel Malloy_bio_picGovernor Dannel Malloy to Speak!
CT Governmental Affairs Conference

Thursday, May 30th
8:30 a.m. – 1:00 p.m.
Hilton Hartford
315 Trumbull Street, Hartford, CT 06103

Your attendance is needed at this important conference to show our legislators that we are a united force!

Other Confirmed Speakers

•  Banking Commissioner Howard Pitkin
•  Senator Richard Blumenthal
•  Senator Chris Murphy
•  Congressman John Larson
•  State Representative and Republican Leader Lawrence Cafero

 This event is free to affiliated credit unions.


Register Today!

Contact Susan O’Loughlin at soloughlin@culct.coop or 203-608-7061.


Don’t miss this great opportunity to hear first-hand federal and state updates from our governor and elected officials!

The conference begins at 8:30 with a continental breakfast with our first speaker beginning at 9:00 a.m. and ends with a buffet luncheon beginning at noon. Parking is in the Hilton Garage Parking area and will be validated.

Register today by contacting Susan O’Loughlin at soloughlin@culct.coop or 203-608-7061!

Jun 4 Tue
Improve Your Home Equity Operations @ League Education Center, Meriden
10:00 am – 12:30 pm

An Informational Session Provided by 

Member close

A Credit Union League of Connecticut Strategic Partner

Tuesday, June 4, 2013
10:00 a.m.–12:30 p.m.
League Education Center, Meriden
Light lunch will be provided

MemberClose®, the largest provider of bundled settlement services to credit unions, is a web-based program that will save your credit union on both the time it takes and the money it costs to process all types of home equity loans.

Find out why nearly 200 credit unions—including 3 in Connecticut—have chosen MemberClose to help them better compete in the challenging home equity market. Attendees will see a live demonstration of the MemberClose program.

There is no cost for affiliated credit unions to attend!

To Register: Contact Susan O’Loughlin at soloughlin@culct.coop or 203-608-7061.

Questions? Contact Bob Delaney at MemberClose (rdelaney@cucenter.org).

 

Jun 10 Mon
Financial Reality Fair Wrap-Up Meeting @ Credit Union League of Connecticut
9:30 am – 11:30 am
Jun 11 Tue
Financial Reality Fair-Eastern CT @ Location TBD
9:30 am – 10:30 am

FinancialRealityFairLogoWatch for news about the Financial Reality Fair to be held on this date! Many volunteers are needed to insure the success of this important educational activity. Please consider volunteering!

(Location to be determined.)

Watch for more information on this exciting event!